The challenge
Sales context can become scattered across spreadsheets, reminders and individual memory, making ownership and next action harder to define.
All work
CRM Workflow
Donezo CRM
Donezo required a CRM product architecture for the work around leads, customers, statuses and follow-up.
- Client
- Donezo
- Scope
- CRM Workflow
- Focus
- CRM / Workflow
CRMWorkflowAutomation
A CRM product architecture for leads, customers, statuses, follow-ups and the sales workflow around them.
A planned lifecycle for leads, customers and follow-up actions.Discuss a similar projectCase study
What needed to work better.
A defined product direction for moving sales information from scattered processes into one connected workflow.
What we designed
We defined a connected CRM workflow for lead and customer records, statuses, follow-up and the day-to-day sales process, with room for future operational automation.
The intended direction
This phase established a product direction for a more consistent lifecycle across leads and customers. Delivery and client outcomes are not presented here as verified results.
Capabilities
The parts that make the work usable.
CRM architecture
A structured model for leads, customers and their changing statuses.
Workflow design
A defined place to make next actions and responsibility visible.
Operational foundation
A product direction for replacing disconnected sales administration with one connected workflow.